401k Plan data: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN plan

GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 401k Plan overview

Plan Name	GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN
Plan identification number	001

GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GASTROENTEROLOGY ASSOCIATES OF CHATTANOOGA, P.C. has sponsored the creation of one or more 401k plans.

Company Name: GASTROENTEROLOGY ASSOCIATES OF CHATTANOOGA, P.C.

Employer identification number (EIN): 201606483

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 HENRY K. PAIK 2023-07-24
001 2021-01-01 HENRY K. PAIK 2022-09-22
001 2020-01-01 HENRY K. PAIK 2021-07-30
001 2019-01-01 HENRY K. PAIK 2020-07-01
001 2018-01-01 HENRY K. PAIK
001 2017-01-01 HENRY K. PAIK
001 2016-01-01 HENRY K. PAIK
001 2015-01-01 HENRY K. PAIK
001 2014-01-01 HENRY K. PAIK
001 2013-01-01 HENRY K. PAIK
001 2012-01-01 HENRY K. PAIK
001 2011-01-01 HENRY K. PAIK
001 2009-01-01 HENRY K. PAIK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	HENRY K. PAIK	2023-07-24
001	2021-01-01	HENRY K. PAIK	2022-09-22
001	2020-01-01	HENRY K. PAIK	2021-07-30
001	2019-01-01	HENRY K. PAIK	2020-07-01
001	2018-01-01	HENRY K. PAIK
001	2017-01-01	HENRY K. PAIK
001	2016-01-01	HENRY K. PAIK
001	2015-01-01	HENRY K. PAIK
001	2014-01-01	HENRY K. PAIK
001	2013-01-01	HENRY K. PAIK
001	2012-01-01	HENRY K. PAIK
001	2011-01-01	HENRY K. PAIK
001	2009-01-01	HENRY K. PAIK

Plan Statistics for GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN

401k plan membership statisitcs for GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN

Measure Date Value
2018: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Total of all active and inactive participants 2018-01-01 11
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
2017: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Total of all active and inactive participants 2017-01-01 11
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
2016: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Total of all active and inactive participants 2016-01-01 12
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
2015: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 11
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
2014: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Total of all active and inactive participants 2014-01-01 9
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
2013: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 11
Total participants 2013-01-01 11
2012: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
2011: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 10
Total participants 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 11
Total participants 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2018: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Total of all active and inactive participants	2018-01-01	11
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
2017: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Total of all active and inactive participants	2017-01-01	11
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
2016: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Total of all active and inactive participants	2016-01-01	12
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
2015: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	11
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
2014: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Total of all active and inactive participants	2014-01-01	9
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
2013: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	11
Total participants	2013-01-01	11
2012: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
2011: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	10
Total participants	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	11
Total participants	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN

Measure	Date	Value
2018 : GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-16,618
Expenses. Total of all expenses incurred	2018-12-31	$20,927
Benefits paid (including direct rollovers)	2018-12-31	$11,007
Total plan assets at end of year	2018-12-31	$1,319,099
Total plan assets at beginning of year	2018-12-31	$1,356,644
Value of fidelity bond covering the plan	2018-12-31	$265,000
Total contributions received or receivable from participants	2018-12-31	$53,962
Other income received	2018-12-31	$-105,963
Net income (gross income less expenses)	2018-12-31	$-37,545
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,319,099
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,356,644
Total contributions received or receivable from employer(s)	2018-12-31	$35,383
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$9,920
2017 : GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$295,766
Expenses. Total of all expenses incurred	2017-12-31	$9,425
Benefits paid (including direct rollovers)	2017-12-31	$1,215
Total plan assets at end of year	2017-12-31	$1,356,644
Total plan assets at beginning of year	2017-12-31	$1,070,303
Value of fidelity bond covering the plan	2017-12-31	$265,000
Total contributions received or receivable from participants	2017-12-31	$60,799
Other income received	2017-12-31	$206,319
Net income (gross income less expenses)	2017-12-31	$286,341
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,356,644
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,070,303
Total contributions received or receivable from employer(s)	2017-12-31	$28,648
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,210
2016 : GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$181,902
Expenses. Total of all expenses incurred	2016-12-31	$12,975
Benefits paid (including direct rollovers)	2016-12-31	$6,254
Total plan assets at end of year	2016-12-31	$1,070,303
Total plan assets at beginning of year	2016-12-31	$901,376
Value of fidelity bond covering the plan	2016-12-31	$265,000
Total contributions received or receivable from participants	2016-12-31	$62,610
Other income received	2016-12-31	$88,355
Net income (gross income less expenses)	2016-12-31	$168,927
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,070,303
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$901,376
Total contributions received or receivable from employer(s)	2016-12-31	$30,937
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,721
2015 : GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$60,450
Expenses. Total of all expenses incurred	2015-12-31	$19,813
Benefits paid (including direct rollovers)	2015-12-31	$19,813
Total plan assets at end of year	2015-12-31	$901,376
Total plan assets at beginning of year	2015-12-31	$860,739
Value of fidelity bond covering the plan	2015-12-31	$265,000
Total contributions received or receivable from participants	2015-12-31	$57,378
Other income received	2015-12-31	$-23,518
Net income (gross income less expenses)	2015-12-31	$40,637
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$901,376
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$860,739
Total contributions received or receivable from employer(s)	2015-12-31	$26,590
2014 : GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$114,846
Expenses. Total of all expenses incurred	2014-12-31	$44,371
Benefits paid (including direct rollovers)	2014-12-31	$44,371
Total plan assets at end of year	2014-12-31	$860,739
Total plan assets at beginning of year	2014-12-31	$790,264
Value of fidelity bond covering the plan	2014-12-31	$265,000
Total contributions received or receivable from participants	2014-12-31	$53,599
Other income received	2014-12-31	$37,742
Net income (gross income less expenses)	2014-12-31	$70,475
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$860,739
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$790,264
Total contributions received or receivable from employer(s)	2014-12-31	$23,505
2013 : GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$214,689
Expenses. Total of all expenses incurred	2013-12-31	$176,137
Benefits paid (including direct rollovers)	2013-12-31	$176,137
Total plan assets at end of year	2013-12-31	$790,264
Total plan assets at beginning of year	2013-12-31	$751,712
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$48,871
Other income received	2013-12-31	$141,638
Net income (gross income less expenses)	2013-12-31	$38,552
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$790,264
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$751,712
Total contributions received or receivable from employer(s)	2013-12-31	$24,180
2012 : GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$161,031
Expenses. Total of all expenses incurred	2012-12-31	$51,807
Benefits paid (including direct rollovers)	2012-12-31	$51,807
Total plan assets at end of year	2012-12-31	$751,712
Total plan assets at beginning of year	2012-12-31	$642,488
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$46,493
Other income received	2012-12-31	$93,345
Net income (gross income less expenses)	2012-12-31	$109,224
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$751,712
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$642,488
Total contributions received or receivable from employer(s)	2012-12-31	$21,193
2011 : GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$27,717
Expenses. Total of all expenses incurred	2011-12-31	$48,448
Benefits paid (including direct rollovers)	2011-12-31	$48,448
Total plan assets at end of year	2011-12-31	$642,488
Total plan assets at beginning of year	2011-12-31	$663,219
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$44,179
Other income received	2011-12-31	$-36,986
Net income (gross income less expenses)	2011-12-31	$-20,731
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$642,488
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$663,219
Total contributions received or receivable from employer(s)	2011-12-31	$20,524
2010 : GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$141,246
Expenses. Total of all expenses incurred	2010-12-31	$45,265
Benefits paid (including direct rollovers)	2010-12-31	$45,240
Total plan assets at end of year	2010-12-31	$663,219
Total plan assets at beginning of year	2010-12-31	$567,238
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$44,790
Other income received	2010-12-31	$74,327
Net income (gross income less expenses)	2010-12-31	$95,981
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$663,219
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$567,238
Total contributions received or receivable from employer(s)	2010-12-31	$22,129
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25

Form 5500 Responses for GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN

2018: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GASTROENTEROLOGY ASSOCIATES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

943980-01

Policy instance

Insurance contract or identification number	943980-01
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

943980-01

Policy instance

Insurance contract or identification number	943980-01
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

943980-01

Policy instance

Insurance contract or identification number	943980-01
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $22
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22
Insurance broker organization code?	3
Insurance broker name	JAMES IZETT - IFG LLC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

943980-01

Policy instance

Insurance contract or identification number	943980-01
Number of Individuals Covered	9
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,898
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,779
Insurance broker organization code?	3
Insurance broker name	JAMES IZETT - IFG LLC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

943980-01

Policy instance

Insurance contract or identification number	943980-01
Number of Individuals Covered	11
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,922
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,922
Insurance broker organization code?	3
Insurance broker name	JAMES IZETT

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

943980-01

Policy instance

Insurance contract or identification number	943980-01
Number of Individuals Covered	9
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,860
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,700
Insurance broker organization code?	3
Insurance broker name	JAMES IZETT

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

674838

Policy instance

Insurance contract or identification number	674838
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $272
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

943980-01

Policy instance

Insurance contract or identification number	943980-01
Number of Individuals Covered	10
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,154
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

674838

Policy instance

Insurance contract or identification number	674838
Number of Individuals Covered	10
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,537
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,522
Insurance broker organization code?	3
Insurance broker name	ROBERT L. WHITE

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Company Name:	GASTROENTEROLOGY ASSOCIATES OF CHATTANOOGA, P.C.
Employer identification number (EIN):	201606483
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)